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Search Results 0 to 39 of about 40 (some duplicates have been removed)
the issue of the globe. we are seeing on this show i feel others aren't, a resurgence in china. you're well positioned. an incredible come back in latin america, particularly mexico. europe's stabilizing. i say it's good. in that environment, you have -- you have correctly placed your hotels. >> well, it's really interesting for us, our business is so dependent on economic activity, business confidence and consumer confidence. you're exactly right. january in china our rev par numbers with up 6%. that's after a slow down. the government transitions almost behind us, chinese new year will be behind us. china is picking up. latsen america was the strongest growth region, slowed down last year because of argentina. we haven't talked about africa which is another place where global capital flows are coming in in ways we have never seen before. >> let's talk about china for a moment. we see china as having a big year in 2013. a lot of people had penalized your stock, tank it down to the -- well at that point into the 50s because they felt you were overexpanding in china. you're probably as a per
been acting lame. china may indeed be slowing, i don't like to see the oil index plummet. the speculation. i don't like washington back on the front page. they come along at the right moment to put the cabarb on any rally. jellystone national park, yogi. i am concerned about the payroll tax holiday going away. i am worried about higher taxes, autosales could be slowing. did anyone think -- did anyone think we would maintain the streak longer than the ah mazing hittering streak of joe dimaggio. no-hitters endlessly. the late, great marty sly said, we got the chance to watch him, don't fight the tape and don't fight the fed. if the economy is going to slow down because of the fed, don't filt that as a gardener, even if i am a savage fighting machine gardener, i like the concept of rain. i like to believe you can have a garden variety squall. i just think they we were due, over due. maybe for a bit of rain or a thunderstorm. for those of you who don't pay for espn. i saw green bay lose a bunch of games, i have written off the yankees, why can't the market have a losing sessi
been acting lame. china may indeed be slowing, i don't like to see the oil index plummet. >> still higher tax occur. i think auto sales could be slowing. the dollar is the strongest it's been in seven months. those are all bad, all right? but let's step back for a second. did anyone really think the rally could keep going up week after week after week after week? did anyone think we could maintain this streak anymore than the amazing hitting streak of joe dimaggio? did we really expect this market to throw nothing but no-hitters? oil down the hardest in two months? is that like cal ripken in the end? look, the market has had an amazing run. that would be bad because the late, great marty sly said famously, among so many other terrific admonitions, i hope you did get the chance to watch him when he was on "wall street week." to me, as a gardener, not kidding, a gardener, everyon if am, indeed, a savage, mean, fighting gardener. i like the concept of rain every now and then. i like to believe we could have a garden variety squall and i think this is the beginning of one today. in oth
about last night, i am concerned about copper. it's been acting a little lame and that means china, indeed, may be slowing. i don't like to see the oil service index plummet, if we could break the 33-day streak, that wouldn't be all that terrible. i don't like washington backen o the front page. they're a short sellers delight. they come on the right moment to put the kaibosh on a rally. and i am concerned about the payroll tax holiday going away. i'm worried about still higher tax, i think auto sales could be slowing. the dollar was as strong as it's been in months. those are all bad, all right? let's step back for a second. did anyone really think the rally could keep going up week after week after week? did anyone think we could maintain the streak any more than the hitting streak of joe dimaggio? did we expect the market to hit endlessly? oil down the hardest in two months. is that like cal ripken quitting in the end? the markets had an amazing run. we don't want the federal reserve to start ratcheting up interest rates all of a sudden. because as the late great marty said famo
sweating the jpm program. but captain jamie dimon got that moby sucker. how about china? how about china? another reason we got crushed was china. aren't we petrify thad china is stalled. break down the handbook here, and china stalled, that means commodities stalled, which means the strength is khmer call. i told you we want to listen to michael sutherland, the biggest pure play in mining equipment. china coming on strong, a demand for commodities around the globe. another issue neutered by today's evidence. but isn't the consumer -- i got the whole litany, isn't the consumer tapped out by higher gasoline prices? by the end of the payroll tax holiday, by increased taxes for the rich. by the bad weather lately. i don't know, but newly created gatsby index was on fire. dollar tree, and great gatsby nick caraway. and how about the all-time high, home depot. three-point jump macy's moving up another buck and walmart continuing to run, despite endless attempts by portraying the company having a dim view of the future. something by the end of the show saying jcpenney stinks, oh, i threw that
, you short fxi at the end of the day if you think china is going lower. i would. it's a trade. >> at the end of the day. >> guy. tim seymour drinking game. cerner. it's on fire in the aftermarket. i think it will accelerate tomorrow. >> dan? >> i hate this market here. i think the risk/reward -- >> how do you really feel? >> horrible right here. bearish positions. i'm long the sds and spy february puts. >> booekers? >> we are at the end of the day, but also the end of thes thing here. i don't think that europe is fixed at all. so, you short deutsche bank here, db. >> a lot of drunk people out there right now. i'm melissa lee, thank you for watching. see you tomorrow at 5:00 for more "fast money." got the ceo of yelp tomorrow. . >>> i am jim kramer, welcome to my world. >> they are nut, they know nothing! >> i like to say, there is a bull market somewhere. >> "mad money." you can't afford to miss it. my job is not to entertain you but educate you. yesterday's hideous, awful, terrible market. where, we got hammered for more than a percent. bringing out the nasayers. house of pai
and aluminum. at times producing too much, at times the products from other countries notably china cause a glut in the system. prices go et slashed, future earnings per share get crushed. i listen closely on these commodity calls to get a sense of whether inventory is building anywhere in the system. because if it is, i can tell that the gross margins are coming down and i've got to get you out of those stocks quicker than i do. aluminum, steel, copper, i've got to work faster. don't you believe for one moment it's the commodity producers that are affected by these gross margins. i listen to every single major pharmaceutical call for you. i hear about generic competition what that mean for future earnings. drugs coming off patent, it'll plummet in price is one that scares me. and i tell you to get out because i think it's going to trade at a low multiple to future earnings even if it traded as a high one in the past. until the stock discounts that, i've got to keep you out of it. very few drug companies are immune from this gross margin compression. i steer clear of them as best as i can
plenty of international worries which seem to accelerate last week, including new found weakness in china, the sell everything now call selled prophetic. especially some who articulated said they were articulate and it felt right. right into the teeth of the ugliness the market continued to soar and it continued into the beautiful opening where the dow was 80 points higher. some 200 points, keep that in mind above where the sales calls were made last week. it was a much better chance to sell. even though it came and went, it gave you a loud, large opportunity to get higher prices on the go out. if you wanted to take some profits and cash out for the mome moment. that's something i said i can't blame anyone for doing last week. if they're as nervous as some of you said you were in the calls to the show. we got a bunch of them. sure, that's not what matters. what matters is that if you truly thought that the market was too high to begin with or you were worried about italy or sequestration or gasoline prices or weakened china, you could have sold stocks had you waited for thursday's selling
because of u.s. stagnation, european recession, and a pause in china's growth. things are beginning to click for the industrial economy, the housing market's coming back and responsible for a tremendous amount of january's advance, whether it be whirlpool, another 52-week high for the spin cycle, or sherwin williams. watching paint dry has never been better. or stock super bowl winner pulte homes. >> buy, buy, buy! >> and let's throw in tripoint, a red hot ipo of a home builder that went to an immediate premium. what else is glittering in this grimy industrial portion of the u.s. geography? how about industrial equipment. industrials gain strength as the month went on. i suspect they will continue to do so as europe stabilizes, america advances, and asia starts to roar. >> buy, buy, buy! >> just like the metaphorical baltimore. california, home of the niners, is coming back strong too. tech, particularly the semiconductors and everything related to the cloud and the internet are roaring here. it's almost as if the incredible slide in apple is fueling dozens of tech stocks to new hig
of bucks. he did mention that china's getting better. we've got to file that away for the next opportunity to play china. david pyatt, total gold rush. you see, he explained to us that allergan has not just one new drug, but the possibility of a second blockbuster, an inhaled migraine fighter that his company now owns 100% of thanks to the pending purchase of mac pharmaceuticals. well, the interview broke no news, kind of like, you know, breaking news thing, it did produce something i felt that was better. a more pertinent impression, which was that pyatt's allergan's ever conservative ceo. always really conservative. when i said if i read the tea leaves right, the fact he guided analysts higher, not lower this time meant he was more bullish than usual. his readiness to agree with that. this is a conservative guy. the readiness gave you a fabulous trade. allergan went to 108 1/2 as it should have. you can hold on to up here, but $1.50 is a good day's work, depending on how much capital you put to work. while i was doing interviews, you got news out of chipotle. seemed like a not so hot les
. he will be great. the smes will probably disappoint for china. the ossi trade may not work out so good. >> i'm with you for the oscars. >> he has a heck of a weekend. i'm going to go with the euro swiss on the british down grade. >> amelia? >> i'm with todd. i like short. the kiwi can't keep a good trade down. >> kathy? i would beware of big bend. if he depends q.e. vigorously, it could kill the dollar rally. >> that's it for us. we'll see you back here next friday at 5:30 eastern only on cnbc. have a great weekend! to my world. >> you need to get in the game. >> firms are going to go out of business, and he's nuts! they're nuts! they know nothing! >> i always like to say there's a bull market somewhere. >> "mad money." you can't afford to miss it. >> hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. just trying to save you a little money. my job is not just to entertain you but to educate you so call me, 1-800-743-cnbc. after today's beautiful rally the dow gaining 120 points, the s&p climbing .88%, nasdaq falling .97%, really knock
, that is weaker. you use this term, better tone, when it came to china. what is better tone, in terms of a where we could be six months from now? >> look back to the spring of 2011. we really saw the construction equipment market demand drop by 50%. since then, we have not seen good demand in china for construction equipment. that is a market we sell a lot of electrical equipment. january we saw positive orders, one month does not make a trend. it is hard to start a trend without a month. what we are encouraged about in january, typically this is a weaker time period, post chinese new year, that is normally when you see the economy pick up. we are encouraged that we are starting to see a heart beat, one of the markets that has been moribund for the last couple of years. >> you talk about a new way to view the company. you have fast growing products and systems, you have a vehicle segment. analysts did start by saying is there a possibility that you may spin out truck and auto? is that an idea or something that makes it easier to understand eaton? >> really aimed at helping to make it easier to u
. we need china to be strong, europe to stabilize. that's not what people are worried about. they are worried about losing the 5% we've made. just as the stock markets of europe have regressed back to zero or below. bottom line, we got hammered, no doubt about it. nevertheless, strategists come on our air and say they are selling all stocks, putting out big shorts here, and i want to cringe. as long as big themes like housing, autos, lending, cheap energy, mergers are intact, why should i tell you to do a trading whamma jamming get the heck out. doesn't make sense. things are mixed. if you are nervous, do some selling. nobody ever got hurt taking a profit. to leave the market wholesale, data has to be plain out bad, not mixed. and certainly it's not mixed enough for me to tell to you to sell everything. i'm not saying that. not at all. ron in west virginia, ron. >> hey, jimbo, how are you today? >> hey, how are you, ron? >> i have been watching chesapeake energy and the news with mclendon hitting the bricks, you see chesapeake being dismantled? what's the net net, is now the
and china has been my number one thesis for about a year on "mad money" and it has produced some of the most bountiful gains of any theme i have ever exploited. we know that the less well off are being hurt by what i call the script, and the script is higher gasoline prices, prices by the way that i think are caused in part by speculative hoarding, and the end of the payroll tax break. we heard that from walmart and from darden this week, even as the stocks of the largest retailer in the world and the parent of red lobster, olive garden, and lone star steak, actually rallied on the news. maybe it's not even news anymore. by the way, we'll hear more from darden on monday at an analysts' meeting and perhaps they will lay out a strategy to deal with the weakness and talk about how the outsized dividend, which yields 4.3% here, is still very secure. then look, that rally today's got to be based on something. the stock could be down a buck. how about saks? i regard saks as part of what i call the gatsby cohort. like michael kors, which hit a 52-week high before it was bombed by a secondary offeri
, the orders are strong. but you know what? they aren't as strong as they could be later this year if china keeps improving as we heard from joy global, competitor to c.a.t. i think china will get better, caterpillar could easily head back to 116 where it was last year before we heard they weakened. the story makes a ton of sense, don't look for c.a.t. to hold the dow back. next up, frank blank's home depot. that stock's responsible for the third biggest gain in the dow rallying nearly 276% for the bottom or 320% with the dividends. blake reinvented home depot or brought it back to its roots. in fact, we are only just now beginning to see the tail wind of the housing recovery impact home depot's earnings. boosting dividend, buying back stock like crazy. and i think it's just getting started which is why my charitable trust has such a big position in home depot. if we're only in the first inning of the housing recovery, as i think, building just 1 million homes this year when we might as well need 2 million, that's how -- there's a lot of demand. home depot has much more room to run. disney'
not be greedy. general motors also comes on thursday. can china become gm's largest market? interesting question, right? can europe stop them in their tracks like it has? will the government soon be out of the stock? we got to get some caller on the stock because some people say this is incredibly cheap stock and others say it's played out. we get results from jarden, too. we've been extremely skeptical but let's say he keeps taking over yard after yard of the aisles in target with his indispensable gadgets. i go nowhere without my jimmy buffet margarita mix. i bet he delivers well. pepsico as well, has performed extremely well. i would use any weakness to roll into the stock. then there's waste management. lots of talk about how the company could do a real estate trust investment diversion. i expect we'll learn if they're going into the reit structure when they report. i'm listening also for hints of a bigger dividend. waste management is revered in the industry because of their use of natural gas trucks -- natural gas as a surface fuel. friday morning we hear from enbridge. when we hear about
the caboose of the economic lag train. we're lagging everyone, china and germany. and you up to keep it away from the congressional lock jams. even if we were leading the rest of the world you'd still want to have something foreign purely for the sake of international d diversification. and you need that because of the partisanship that's so nasty. you don't have to bet on anything exotic look a chine chinese -- like a chinese company, am though those countries are where the growth is. buy canadian stock. their financials look like ours. canada is healthy. one that handled the financial crisis and the recession than we did here in the u.s. you can think of etfs. the ewj in japan, the eww in brazil. those are etfs that act as proxies for the continents overseas. you can no longer just phone home. you have to go around the world for 20% of your holdings. please do this. you just can no longer trust washington to do the right thing when it comes to your savings or investments. in fact, you can trust them to do the wrong thing. which is why i insist that you have an international investment. her
and fast growing economies like china slammed on the brakes with higher interest rates. you got obliterated. how about in if you owned too many banks right before the financial crisis hit? i know a lot of people who did, by the way, because they had such good yields. too many tech stocks going into the dotcom bust. where the ruination occurred, something that soured an entire generation of people on investing. spread your money across stocks in unrelated sectors so when something happens that makes one of them go down hard the rest remain relativery unscathed. sometimes they can even go high per that's your basic diversification. and it is mandatory in cramerica. but you know what? if you're going to be prepared for anything it's not enough to make sure your stocks don't overlap. you need a portfolio that works in all kinds of markets. tonight i want to explain and refine what i like to call the new diversification. how to protect your wealth and ensure you own something that works in an increasingly chaotic, difficult, unforgiving, nauseating, miserable market. where diversifying by sector
Search Results 0 to 39 of about 40 (some duplicates have been removed)

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